+43.1%
LUV vs STLA
-55.9%
+98.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.5% | +0.3% | -3.3% |
| 7D | +1.7% | -5.5% | +7.3% | +3.0% |
| 30D | +4.7% | -3.7% | +8.4% | +5.4% |
| 3M | -8.5% | -21.1% | +12.6% | -4.1% |
| 6M | +12.9% | -38.3% | +51.3% | +25.4% |
| YTD | +9.0% | -59.2% | +68.2% | +28.6% |
| 1Y | +43.1% | -56.7% | +99.7% | +64.4% |
| All | +43.1% | -55.9% | +98.9% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded STLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling